Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Bought another 4000 shares this morning, I’m becoming more confident that we now will start to enter the stable growing and improvements in ebit,
A lot of rooms and our London flagship now open
The expectation on the call today was whilst never say never the aim now is not to raise more growth money through the markets but by leveraging debt now the asset base and cash flow had reached more attractive levels.
It would be nice to think the 6000 plus rooms highlighted in the slide deck can be achieved and more. The company is doing very well, growing well, delivering improving results for a growing business. I remember recently didn't easy brand uk not buy back in with some shares? So certainly confidence there. If I get more available funds I might now buy a few more.
this is a really really strong brand backed up certainly at the moment by how well the airline company is keeping itself going and growing in a very hard market where everyone including ryanair struggle.
the hotel market is growing but it will get far harder and only the strong brands, ones that change based on what customers want will survive, it can change so quick. so far so good, i think they are doing really well and i hold for the 5 to 10 year term
Absolutely agree with you
These results are very good. It’s a tricky market but with Brexit in such confusion, budget hotels can only be beneficiaries.
Sit back and enjoy the next 5 years and more
RNS seems to confirm the growth plans. European growth particularly interesting, very strong!
I think the Easy brand is actually quite strong. Potential growth in linkage to flights to form holiday packages.
Market Cap is below NAV, ignoring the growth potential. Definite headroom in the share price...
On plan
Just need more hotels and faster, the sector is doing well, I think it will go the same way as airlines where eventually over capacity and the cost conscious with solid brands will continue
Agree, always nice to get an update that shows better than expected. This business is setting itself up well for the future showing in good times and harder times it can survive and grow. Long term it has great prospects. In two years it will be far bigger than now
RevPar for the owned hotels just doubled. £300k increase elsewhere. Not to be sniffed at.
More hotels in Switzerland
According to the VIEWS of the research also give Budget chains such as easyHotel is already in Switzerland, again on the Gas. So for the next few months three more will be added to the two existing easyHotel in Zurich and Basel, in Zurich, with a total of 120 rooms. An easy hotel in a former Zurich rotten house, like LOOK reported
Super budget hotel brand Easyhotel is looking for partners to help it expand across the UK and Europe, it is reported.
In an interview with Insider St John Harvey, Franchise Development Director, said Easyhotel plc is looking to open hotels in major towns and cities as well as tourist destinations. He said it is looking to partner with high net worth individuals, landlords with buy to let portfolios and high street landlords who have vacant property, and that it has a flexible approach to working with partners.
He commented: “There is every scope to work hand in hand and have that flexibility to plug and play what we are doing with third party operators. It gives landlords or property owners the scope to look at their portfolio in a wider view than some of the other hotels in terms of how the space is deployed.”
Easyhotel is currently something of a minnow in the hotel industry compared to near rivals Travelodge and Premier Inn. However, what seems to be an ambitious expansion campaign combined with its model for working with property owners and investors, could mean that the brand has an increasing impact on the commercial property market in future.
It’s looking like many are having vacations in the uk rather than aboard, cutting back on costs and looking at ways to enjoy without great expense. I think brexit will be positive for Easyhotel in uk and Europe, the question is what’s given away for the growth however revpar is up which always helps
.
Article in the Times today which probably encouraged the sp
good progress today, started to rebound with a bit of confidence back into the business. happy to sit here for the next twenty years, i see this as being £10 a share one day and a very steady, good divi.
this is a solid business and name which can go far
Didn't think it would take to long for the drop to stop, to much potential and the updates tell me this is a real growth company
It will be interesting to see the balance sheet at year end
All profits are effectively being capitalized in to new builds which will generate more profits in the coming years
Okay there will be some additional borrowing, but then some hotels are built on a franchise basis
Building up the capital base; it will take time but I’m in here for the long term
Won’t get much better in these times as the company grows and establishes itself in the market. Right now the strength of the brand makes all the difference to get people when booking to look and believe in staying at Easyhotel. I’m going to stay in Barcelona branch soon so good to see what it’s like.
Revpar up in owned, are the number of rooms now going beyond the fixed cost based to make us more profit or is this area of cost still growing.
I think the airport hotels would be a coupe, great locations that are always busy, I think they attraction of business as well as leisure is key nowadays as the B&b is no doubt suffering overall.
I want to own these shares one day when they have 10,000 rooms and like their sister company through these harder times the competition struggles and we grow.
Down today, update tomorrow so someone has lost confidence. Good buying place I think they will have done well, maybe sacrificed some profit for growth as they suggest however other budget chains have been doing well so expect the same here.
Easyhotel can change, reflect its business model and costs based on business, fixed costs far lower than others
Amount of trips and holidays in uk has increased significantly since brexit and it continues as people book the uk for Easter and beyond. Hopefully positive update
https://www.placenorthwest.co.uk/news/blackpool-easyhotel-proposals-approved/
Update next week
Two buyers in for Easyhotel, investment institutions and the easy group itself. Wow the easy brand is buying back in again, a week when budget hotels, investment has been pretty high. Great hold here
Refurbished and being advertised as ready to go which is great to see. This hotel is a big deal both on rooms and renting of other space which needed to be done well to reduce impact
Spooked by the last update, harder times ahead but no great debt to think about. Budget time, people saving money, uk holidaying at home and sterling low?
They also said eu would be a target however times aren't as good there either. Sure these times will test the business model that in theory can take any downturn as they can compete with the best and win. More hotels opening, improvements in the ones open and I think overtime this is a steady play.
Travel lodge good results today, maybe adding some pressure? In a downturn budget does well, we need more hotels as quick as possible